VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $138,848 | -13.4% | 591 | -9.8% | 0.05% | -10.2% |
Q2 2023 | $160,317 | +17.0% | 655 | +13.9% | 0.06% | +13.5% |
Q1 2023 | $137,075 | -47.8% | 575 | -45.7% | 0.05% | -51.9% |
Q4 2022 | $262,423 | +26.2% | 1,058 | +19.5% | 0.11% | +6.9% |
Q3 2022 | $208,000 | 0.0% | 885 | 0.0% | 0.10% | +17.4% |
Q2 2022 | $208,000 | +57.6% | 885 | +71.2% | 0.09% | +79.2% |
Q1 2022 | $132,000 | +10.0% | 517 | +14.6% | 0.05% | +2.1% |
Q4 2021 | $120,000 | -11.8% | 451 | -17.9% | 0.05% | -21.7% |
Q3 2021 | $136,000 | 0.0% | 549 | 0.0% | 0.06% | +1.7% |
Q2 2021 | $136,000 | -16.6% | 549 | -22.8% | 0.06% | -24.4% |
Q1 2021 | $163,000 | +2.5% | 711 | 0.0% | 0.08% | -2.5% |
Q4 2020 | $159,000 | +11.2% | 711 | +1.7% | 0.08% | -5.9% |
Q3 2020 | $143,000 | -40.2% | 699 | -43.8% | 0.08% | -46.2% |
Q2 2020 | $239,000 | +26.5% | 1,243 | +9.1% | 0.16% | +3.9% |
Q1 2020 | $189,000 | -31.5% | 1,139 | -21.0% | 0.15% | -13.6% |
Q4 2019 | $276,000 | – | 1,442 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |